Skip to content
English
Show submenu for translations
Customer portal
Tickets
Sign out
Open main navigation
Close main navigation
Tickets
Sign out
English
Show submenu for translations
Customer portal
Hi there! How can we help?
There are no suggestions because the search field is empty.
Help Center
Broker Deals CRM
Broker Deals CRM
Supercharge your tenant rep business.
Custom Deal Stages
How do I Customize Deal Stages?
How do I assign a deal owner?
What is a deal owner?
Why can't I see all my deals?
Custom Fields
What are Custom Fields and How Do I Set Them Up?
Broker Deal Exports
How to Export Deals
How to Export Proposals
How do I export comps, site selection, and/ or proposals?
Broker Digest emails
How do I adjust the Broker Digest email frequency?
How does the Broker Digest help me?
What is the Broker Digest?
Critical Date Columns
How do I use the critical dates column?
Creating & Editing a Deal
How do I share deal updates with the team?
How do I edit a deal?
How do I create a deal?
Comps
How do I associate comps per deal?
How do I use the comps tab?
Site Selection
How do I add a site to a deal?
How do I attribute a particular stage to a site?
How do I add an image to a site?
Broker Deal Teams
Deal Tracker - User Access Levels
Deal Tracker Teams
Filter Deals by Team Member
Negotiations & Proposals
How do I add a proposal?
How do I upload documents?
What is the negotiations / proposals tab?
Clients Tab
What are existing locations in the Broker platform?
What is the clients tab and how do I use it?
![H-Teal (1).svg]](https://help.occupier.com/hubfs/H-Teal%20(1).svg)